Dealplier
Dealplier

Data retention

Last updated: 11 November 2026

How long Dealplier keeps each type of record. Operational records are deleted automatically by a daily job; your workspace data stays until your company deletes it.

Retention periods

DataHow long we keep it
Your workspace data (opportunities, customers, contacts, quotations, documents, tasks, activities, RFQ inbox)For as long as your workspace exists
Audit log of changesFor as long as your workspace exists
Daily encrypted backups30 days, then deleted automatically
Email delivery records90 days
Ended sign-in sessions and used or expired links30 days
Completed background-job records30 days
Deleted records (Recently deleted)30 days, then removed permanently
Synchronized Outlook messages (subject, sender, recipients, short preview)Until the user disconnects the mailbox; emails linked to an opportunity, and attachments added to it, stay with the opportunity
Microsoft sign-in tokens for a connected mailboxEncrypted; deleted when the mailbox is disconnected or access is withdrawn
Demo requests from the website24 months, then deleted automatically
Website assistant conversationsNot stored; daily message counts kept 30 days
Error reports (monitoring)Up to 90 days, according to our monitoring provider's retention
After a workspace is deletedRemoved from live systems within 30 days; remaining copies expire with the backups (30 days)

Deleting a workspace

A workspace admin can ask us at info@evexa.tech to delete the workspace. We first offer an export of your data. After deletion, data is removed from live systems within 30 days, and remaining copies expire with the encrypted backups after 30 days.

Individual records

Records your users delete (opportunities, customers, contacts, projects, quotations and tasks) are kept in Recently deleted for 30 days so they can be restored, then removed permanently from live systems; remaining copies expire from backups within a further 30 days. Audit entries, including a record of each deletion, are kept so the history of your workspace stays reliable.

Legal holds

If the law requires us to keep specific information for longer, we keep only that information, only for as long as required.

Dealplier — Sales execution for technical suppliers